The Analysis of Tower Wealth Partners, Inc.'s Holdings
Currently, Tower Wealth Partners, Inc. holds 90 types of securities in its portfolio with a total value $182.1M. In the most recent quarter, they have increased their positions in HOOD (+2.2K shares, valued at $318.0K), GLW (+3.8K shares, valued at $313.9K), META (+377 shares, valued at $276.9K); decreased their positions in SPYG (-1.9K shares, valued at $201.9K), COST (-212 shares, valued at $196.2K), XOM (-1.7K shares, valued at $187.5K); initiated new positions in HOOD (+2.2K shares, valued at $318.0K), GLW (+3.8K shares, valued at $313.9K), RDDT (+1.1K shares, valued at $259.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VSMV VICTORY PORTFOLIOS II415.9K shares0.69%2025-09-302025-11-07
SPYG SPDR SERIES TRUST200.5K shares-0.95%2025-09-302025-11-07 RECS COLUMBIA ETF TR I495.4K shares0.49%2025-09-302025-11-07 IJH ISHARES TR253.3K shares-0.58%2025-09-302025-11-07 JAAA JANUS DETROIT STR TR324.7K shares0.49%2025-09-302025-11-07 BUFR FIRST TR EXCHNG TRADED FD VI350.5K shares-0.36%2025-09-302025-11-07 DIVO AMPLIFY ETF TR246.8K shares-0.05%2025-09-302025-11-07 EDIV SPDR INDEX SHS FDS160.9K shares1.25%2025-09-302025-11-07 FBND FIDELITY MERRIMACK STR TR69.6K shares7.09%2025-09-302025-11-07 VTI VANGUARD INDEX FDS9.8K shares5.28%2025-09-302025-11-07 AAPL APPLE INC11.1K shares5.41%2025-09-302025-11-07 SPYV SPDR SERIES TRUST50.7K shares7.32%2025-09-302025-11-07 QQQ INVESCO QQQ TR4.3K shares4.50%2025-09-302025-11-07 OUNZ VANECK MERK GOLD ETF51.0K shares5.96%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO11.0K shares-1.17%2025-09-302025-11-07 XOM EXXON MOBIL CORP14.9K shares-10.04%2025-09-302025-11-07 SHY ISHARES TR18.9K shares0.92%2025-09-302025-11-07 MSFT MICROSOFT CORP3.0K shares-1.52%2025-09-302025-11-07 AVUV AMERICAN CENTY ETF TR14.7K shares4.23%2025-09-302025-11-07 HD HOME DEPOT INC3.4K shares-2.35%2025-09-302025-11-07 PPL PPL CORP36.0K shares-0.41%2025-09-302025-11-07 REGL PROSHARES TR14.7K shares8.71%2025-09-302025-11-07 IDMO INVESCO EXCH TRADED FD TR II22.8K shares7.63%2025-09-302025-11-07 AMZN AMAZON COM INC5.5K shares2.33%2025-09-302025-11-07 META META PLATFORMS INC1.3K shares39.15%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO2.4K shares8.41%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2025-09-302025-11-07 V VISA INC2.0K shares0.59%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC862 shares-1.37%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS2.4K shares-7.94%2025-09-302025-11-07 MCD MCDONALDS CORP2.2K shares6.69%2025-09-302025-11-07 T AT&T INC22.4K shares2.01%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON3.0K shares3.42%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.1.8K shares-11.75%2025-09-302025-11-07 TJX TJX COS INC NEW3.7K shares5.18%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares6.66%2025-09-302025-11-07 APH AMPHENOL CORP NEW4.3K shares2.06%2025-09-302025-11-07 AVGO BROADCOM INC1.6K shares-19.98%2025-09-302025-11-07 CAT CATERPILLAR INC1.1K shares-9.39%2025-09-302025-11-07 CVX CHEVRON CORP NEW3.3K shares10.16%2025-09-302025-11-07 RTX RTX CORPORATION3.0K shares-11.47%2025-09-302025-11-07 CME CME GROUP INC1.8K shares9.13%2025-09-302025-11-07 MRK MERCK & CO INC5.9K shares4.53%2025-09-302025-11-07 TY TRI CONTL CORP14.4K shares0.77%2025-09-302025-11-07 EVSM MORGAN STANLEY ETF TRUST9.5K shares0.00%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC10.5K shares-0.92%2025-09-302025-11-07 BIL SPDR SERIES TRUST4.7K shares33.75%2025-09-302025-11-07 NVDA NVIDIA CORPORATION2.3K shares3.05%2025-09-302025-11-07 IYR ISHARES TR4.3K shares7.36%2025-09-302025-11-07 XSVN BONDBLOXX ETF TRUST8.6K shares7.36%2025-09-302025-11-07 GOOGL ALPHABET INC1.7K shares-4.97%2025-09-302025-11-07 FLEX FLEX LTD7.0K shares3.70%2025-09-302025-11-07 OKE ONEOK INC NEW5.5K shares1.80%2025-09-302025-11-07 RSG REPUBLIC SVCS INC1.7K shares1.49%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC761 shares2.15%2025-09-302025-11-07 ABBV ABBVIE INC1.6K shares2.08%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC1.8K shares17.37%2025-09-302025-11-07 WMB WILLIAMS COS INC5.1K shares-6.92%2025-09-302025-11-07 HOOD ROBINHOOD MKTS INC2.2K sharesnew addition2025-09-302025-11-07 GLW CORNING INC3.8K sharesnew addition2025-09-302025-11-07 AMGN AMGEN INC1.1K shares-1.80%2025-09-302025-11-07 IVV ISHARES TR452 shares3.20%2025-09-302025-11-07 SE SEA LTD1.6K shares3.65%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW313 shares-40.38%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN942 shares5.25%2025-09-302025-11-07 PNC PNC FINL SVCS GROUP INC1.4K shares-1.16%2025-09-302025-11-07 WEC WEC ENERGY GROUP INC2.3K shares1.61%2025-09-302025-11-07 RL RALPH LAUREN CORP843 shares3.82%2025-09-302025-11-07 HON HONEYWELL INTL INC1.2K shares-20.76%2025-09-302025-11-07 RDDT REDDIT INC1.1K sharesnew addition2025-09-302025-11-07 AEM AGNICO EAGLE MINES LTD1.5K sharesnew addition2025-09-302025-11-07 EME EMCOR GROUP INC398 sharesnew addition2025-09-302025-11-07 HSBC HSBC HLDGS PLC3.6K shares3.83%2025-09-302025-11-07 FFIV F5 INC794 shares3.79%2025-09-302025-11-07 APP APPLOVIN CORP350 sharesnew addition2025-09-302025-11-07 WMK WEIS MKTS INC3.5K shares-4.16%2025-09-302025-11-07 TDG TRANSDIGM GROUP INC187 shares4.47%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW2.0K shares-1.59%2025-09-302025-11-07 NVS NOVARTIS AG1.9K sharesnew addition2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND967 shares-5.38%2025-09-302025-11-07 KO COCA COLA CO3.5K shares-1.41%2025-09-302025-11-07 RCL ROYAL CARIBBEAN GROUP715 shares2.58%2025-09-302025-11-07 WTRG ESSENTIAL UTILS INC5.6K shares-5.96%2025-09-302025-11-07 RY ROYAL BK CDA1.5K sharesnew addition2025-09-302025-11-07 CAH CARDINAL HEALTH INC1.4K shares2.31%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC2.2K sharesnew addition2025-09-302025-11-07 ARES ARES MANAGEMENT CORPORATION1.3K shares2.47%2025-09-302025-11-07 APD AIR PRODS & CHEMS INC774 shares0.78%2025-09-302025-11-07 MA MASTERCARD INCORPORATED370 sharesnew addition2025-09-302025-11-07 WSO WATSCO INC513 shares2.19%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available